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Jay Brian Kaun
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. Jay B. Kaun is Executive Vice President at Pennant Management, Inc.
Mr. Kaun joined Pennant Management in 2002.
Previously, he served as the Chief Financial Officer of a fastgrowing, Wisconsin-based bank holding company.
He spent several years in the public accounting and financial services sector and possesses significant knowledge and experience regarding the regulatory requirements of the financial services industry.
He serves as a Senior Vice President and Treasurer for two affiliate companies, GreatBanc Trust Company and Salem Trust Company.
He also serves as Treasurer for U.S.
Fiduciary Services, Inc., the holding company owning all affiliate companies.
Mr. Kaun is a Certified Public Accountant and holds a Bachelor of Science degree in Accounting, a Master of Arts degree in Economics, and a Master of Business Administration degree, all from Marquette University.
Anciens postes connus de Jay Brian Kaun
| Sociétés | Poste | Fin |
|---|---|---|
Pennant Management, Inc.
 Pennant Management, Inc. Investment ManagersFinance Pennant Management employs a disciplined, flexible, global tactical asset allocation investment approach that is based on fundamental and technical analysis and seeks to meet each client's investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations. The firm also offers a variety of specialized and broad-based financial consulting services through their proprietary CFO a la Carte program. In general, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, retail and technology services sectors. Pennant invests across all market-caps. Pennant's equity selection process utilizes market models that seek statistically significant valuation anomalies in the capital markets. They use ETFs and mutual funds to target specific asset classes, market sectors or geographic regions that exhibit noticeable value relative to the market. The firm seeks appropriate portfolio diversification while minimizing both explicit and implicit trading costs. The firm's fixed-income strategy focuses on active management of high quality short and intermediate bonds with average maturities of 1 to 5 years. Pennant addresses liquidity needs, ranging from one day to one year, with low volatility, highly liquid money market instruments including a proprietary Repurchase Agreement. Pennant's Alternative Equity strategy uses active management to achieve advantages over static asset allocation. The strategy is designed to make money when the market moves higher and to protect money when the market declines. | Directeur des opérations | 20/11/2009 |
Formation de Jay Brian Kaun
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Pennant Management, Inc.
Pennant Management, Inc. Investment ManagersFinance Pennant Management employs a disciplined, flexible, global tactical asset allocation investment approach that is based on fundamental and technical analysis and seeks to meet each client's investment objectives regarding total return, risk tolerance, liquidity, time horizon and tax considerations. The firm also offers a variety of specialized and broad-based financial consulting services through their proprietary CFO a la Carte program. In general, the firm tends to invest in the stocks of US companies in the producer manufacturing, energy minerals, electronic technology, retail and technology services sectors. Pennant invests across all market-caps. Pennant's equity selection process utilizes market models that seek statistically significant valuation anomalies in the capital markets. They use ETFs and mutual funds to target specific asset classes, market sectors or geographic regions that exhibit noticeable value relative to the market. The firm seeks appropriate portfolio diversification while minimizing both explicit and implicit trading costs. The firm's fixed-income strategy focuses on active management of high quality short and intermediate bonds with average maturities of 1 to 5 years. Pennant addresses liquidity needs, ranging from one day to one year, with low volatility, highly liquid money market instruments including a proprietary Repurchase Agreement. Pennant's Alternative Equity strategy uses active management to achieve advantages over static asset allocation. The strategy is designed to make money when the market moves higher and to protect money when the market declines. | Finance |
Marquette University
 Marquette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
